Account Manager - Full Benefits Consulting
About The Position
NIS, a subsidiary of Gallagher, is seeking an Account Manager - Full Benefits Consulting to join our growing team! You’ll support assigned Full Benefits Consulting clients with timely, careful service. You’ll work with Benefits Consultants and teammates to help clients through annual reviews, renewals, meetings, and open enrollment. You’ll also help keep client records current and make sure the right materials are ready when people need them. You’ll be a day-to-day partner for FBC clients. You’ll help with face-to-face and virtual service, answer policy questions, and follow up with carriers, consultants, or compliance partners when needed. You’ll also support annual reviews, renewal setup, insurance committee meetings, employee meetings, and open enrollment. You’ll help solve escalated member claim issues, support benefit tools and administration systems, and work with office services to create benefit guides, renewal summaries, and open enrollment presentations. You’ll also keep client and prospect activity up to date in the CRM so the team has clear, accurate information to work from.
Requirements
- A bachelor’s degree, or equivalent experience in the group insurance industry.
- At least three years in customer service, or a mix of education and experience that gives you the same background.
- Experience supporting group medical insurance plans.
- The ability to earn a Life and Health insurance license within 60 days of your start date in each assigned state.
- Comfort with travel about 50% of the time, including overnight stays.
- A valid driver’s license and a clean driving record.
- The ability to read insurance contract language and explain it clearly.
- A clear, organized way of working, with close attention to detail.
- Experience using word processing, spreadsheets, and database tools.
- The ability to work on your own and as part of a team in a fast-paced setting.
- A steady approach to changing priorities and occasional last-minute overtime.
Responsibilities
- Support assigned Full Benefits Consulting clients with timely, careful service.
- Work with Benefits Consultants and teammates to help clients through annual reviews, renewals, meetings, and open enrollment.
- Keep client records current and make sure the right materials are ready when people need them.
- Be a day-to-day partner for FBC clients.
- Help with face-to-face and virtual service, answer policy questions, and follow up with carriers, consultants, or compliance partners when needed.
- Support annual reviews, renewal setup, insurance committee meetings, employee meetings, and open enrollment.
- Help solve escalated member claim issues, support benefit tools and administration systems, and work with office services to create benefit guides, renewal summaries, and open enrollment presentations.
- Keep client and prospect activity up to date in the CRM.
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
